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The Estée Lauder Companies (GB:0JTM)
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The Estée Lauder Companies (0JTM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 05, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.82
Last Year’s EPS
0.62
Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Oct 26, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Estée Lauder's earnings call reflected an optimistic outlook with a strong start to fiscal 2026, driven by robust growth in China, emerging markets, and online sales. However, challenges remain in the Americas and Western Europe, and volatility in Travel Retail persists.
Company Guidance
During Estée Lauder's fiscal 2026 first-quarter conference call, the company provided guidance that reflected a promising start to the fiscal year, with an organic sales growth of 3%, marking a significant rebound from a 13% decline in the previous quarter. The company experienced a diverse performance across its markets, noting high single-digit growth in priority emerging markets, with double-digit growth in China, Mexico, Turkey, and India. Travel Retail also saw growth, aided by favorable comparisons to a low base last year. Operating margins improved by 300 basis points to 7.3%, demonstrating a recovery in profitability. The company's future outlook remains optimistic, with expectations of flat to 3% organic net sales growth for the full year, despite the dynamic macroeconomic environment and headwinds such as tariffs and foreign exchange impacts. Estée Lauder aims to enhance its operating margin to solid double digits over the coming years through strategic initiatives under its Beauty Reimagined plan, which includes accelerating consumer coverage, driving innovation, and increasing consumer-facing investments.
Return to Growth with Strong Q1 Results
Estée Lauder achieved a 3% organic sales growth in Q1, bouncing back from a 13% decline in the previous quarter. The company also saw a 300 basis point expansion in operating margin to 7.3%.
Impressive Growth in China
Mainland China recorded double-digit growth with seven brands achieving double-digit increases, led by Le Labo with nearly triple-digit growth. The company gained share in every category.
Successful Expansion in Emerging Markets
High single-digit growth was noted in priority emerging markets, with Mexico, Turkey, and India showing double-digit growth.
Strong Online Sales Performance
Global online organic sales growth accelerated to double digits, fueled by platforms like Tmall, JD, Douyin, Notino, and new investments in TikTok Shop.
Partnership with Shopify
Estée Lauder announced a partnership with Shopify to modernize and scale its direct-to-consumer business globally, enhancing omnichannel consumer experience.

The Estée Lauder Companies (GB:0JTM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GB:0JTM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 05, 2026
2026 (Q2)
0.82 / -
0.62
Oct 26, 2025
2026 (Q1)
0.18 / 0.32
0.14128.57% (+0.18)
Aug 20, 2025
2025 (Q4)
0.09 / 0.09
0.64-85.94% (-0.55)
May 01, 2025
2025 (Q3)
0.31 / 0.65
0.97-32.99% (-0.32)
Feb 04, 2025
2025 (Q2)
0.32 / 0.62
0.88-29.55% (-0.26)
Oct 31, 2024
2025 (Q1)
0.09 / 0.14
0.1127.27% (+0.03)
Aug 19, 2024
2024 (Q4)
0.27 / 0.64
0.07814.29% (+0.57)
May 01, 2024
2024 (Q3)
0.49 / 0.97
0.47106.38% (+0.50)
Feb 05, 2024
2024 (Q2)
0.57 / 0.88
1.54-42.86% (-0.66)
Nov 01, 2023
2024 (Q1)
-0.21 / 0.11
1.37-91.97% (-1.26)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

GB:0JTM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 20, 2025
$89.85$85.07-5.31%
May 01, 2025
$59.31$57.84-2.47%
Feb 04, 2025
$81.81$69.30-15.29%
Oct 31, 2024
$85.97$66.67-22.45%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does The Estée Lauder Companies (GB:0JTM) report earnings?
The Estée Lauder Companies (GB:0JTM) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
    What is The Estée Lauder Companies (GB:0JTM) earnings time?
    The Estée Lauder Companies (GB:0JTM) earnings time is at Feb 05, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of The Estée Lauder Companies stock?
          The P/E ratio of The Estée Lauder Companies is N/A.
            What is GB:0JTM EPS forecast?
            GB:0JTM EPS forecast for the fiscal quarter 2026 (Q2) is 0.82.

              The Estée Lauder Companies (GB:0JTM) Earnings News

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